Current jobs related to Member Operations Account Specialist II - Santa Ana - Orange County's Credit Union
-
Member Operations Account Specialist I
1 month ago
Santa Ana, United States Orange County's Credit Union Full timeJob DescriptionJob DescriptionHybrid set-up, working in-office and remotely, may be granted after completing training and demonstrating successful performance.Workplace Excellence. Through our associates' opinions and voices, Orange County's Credit Union is a proud recipient of the Peter Barron Stark Award for highest associate satisfaction in the...
-
Member Operations Account Specialist I
4 weeks ago
Santa Ana, United States Orange County's Credit Union Full timeJob DescriptionJob DescriptionHybrid set-up, working in-office and remotely, may be granted after completing training and demonstrating successful performance.Workplace Excellence. Through our associates' opinions and voices, Orange County's Credit Union is a proud recipient of the Peter Barron Stark Award for highest associate satisfaction in the...
-
Accounting Specialist II
3 months ago
Santa Ana, United States HMSHost at John Wayne Airport Full timeWith a career at HMSHost, you really benefit! We Offer Health, dental and vision insurance Generous paid time off (vacation, flex or sick) Holiday pay Meal and Transportation Benefits *401(k) retirement plan with company match or Pension *Company paid life insurance *Tuition reimbursement Employee assistance program Training and exciting career growth...
-
Accounting Specialist II
1 month ago
Santa Ana, California, United States HMSHost at John Wayne Airport Full timeWith a career at HMSHost, you really benefit We Offer Health, dental and vision insurance Generous paid time off (vacation, flex or sick) Holiday pay Meal and Transportation Benefits *401(k) retirement plan with company match or Pension *Company paid life insurance *Tuition reimbursement Employee assistance program Training and exciting career growth...
-
Auto Claims Specialist II
7 days ago
Santa Cruz, California, United States Alliance Member Services Full timeAuto Claims Specialist IIOverviewUnder the supervision of the Claims Manager, this role operates with a significant degree of autonomy, managing a portfolio of commercial automobile and general liability claims, both first and third party, that present low to moderate loss potential. The specialist is responsible for investigating, assessing, and resolving...
-
Operations Analyst II
7 days ago
Santa Ana, California, United States WorldLink Full timeJob Overview TITLE: Business Operations Specialist II POSITION TYPE: Full Time (W2) LOCATION: Santa Ana, CA ABOUT WorldLink: WorldLink is a dynamic and expanding information technology firm leading the charge in digital transformation. Our services range from bespoke software development to cloud solutions, and from big data analytics to cognitive...
-
Metal Fabrication Specialist II
2 days ago
Santa Ana, California, United States Precise Personnel, LLC. Full timePosition OverviewWe are seeking skilled Metal Fabrication Specialists II to contribute to our operations at Precise Personnel, LLC. This role offers a pathway to permanent employment with competitive benefits.The Metal Fabrication Specialist II will utilize advanced machinery to weld and construct various metal components.Key Responsibilities:At least 2...
-
Operations Analyst II
6 days ago
Santa Ana, California, United States WorldLink Full timeJob Overview TITLE: Business Operations Specialist II POSITION TYPE: Full Time (W2) LOCATION: Santa Ana, CA ABOUT WorldLink: WorldLink is a dynamic information technology firm leading the charge in digital transformation. Our services range from tailored software solutions to cloud infrastructure, big data analytics, and cognitive computing, empowering...
-
Recovery Support Specialist II
7 days ago
Santa Ana, California, United States Pathways Health and Community Support, LLC. Full timePosition Overview:Pathways Health and Community Support, LLC is in search of a dedicated and compassionate individual to fill the role of Recovery Support Specialist II. This position is focused on fostering recovery-oriented practices for individuals facing mental health challenges. The Recovery Support Program is a unique initiative led by peers who have...
-
Client Services Account Specialist
1 day ago
Santa Ana, California, United States Helpmates Full timeJob OverviewWe are looking for a dedicated Client Services Account Specialist with experience in banking operations for a long-term contract role within a well-established financial services firm.Key ResponsibilitiesThe Client Services Account Specialist will undertake the following tasks:Oversee the daily management of numerous MBS trusts, including RMBS,...
-
Retail Loss Prevention Specialist II
6 days ago
Santa Ana, California, United States T.J. Maxx Full timeJoin Our Team as a Retail Loss Prevention Specialist IIAt T.J. Maxx, we prioritize a secure and welcoming shopping experience for all our customers. As a Retail Loss Prevention Specialist, your role will be crucial in maintaining the integrity of our store.Your Responsibilities:Deliver exceptional and informed service to both internal and external...
-
Senior Accounting Specialist
1 day ago
Santa Ana, California, United States Jobot Full timeSenior Accounting Specialist / Hybrid Work Model / Professional Growth / Balance in Work and LifeThis opportunity is hosted by Jobot Consulting.About Us:We are a leading firm specializing in comprehensive cleaning and maintenance solutions for controlled environments, including cleanrooms. Our meticulous cleaning protocols ensure that these environments meet...
-
Senior Accounting Specialist
2 days ago
Santa Ana, California, United States Jobot Full timeSenior Accounting Specialist / Hybrid Role / Excellent Work-Life Balance / Career AdvancementAbout Us:We are a leading provider of specialized cleaning and maintenance services tailored for cleanrooms and controlled environments. Our focus is on delivering meticulous cleaning protocols that ensure compliance with rigorous industry standards across various...
-
Accounts Payable Specialist
3 weeks ago
Santa Ana, United States Financial Statement Services, Inc Full timeJob DescriptionJob DescriptionOpening its doors over 40 years ago, FSSI is one of the largest woman-owned providers of document services in the western United States, specializing in highly-customizable print and mail, electronic delivery, marketing and compliance solutions. As a vibrant, growing organization, FSSI is looking to expand our team.We are...
-
Accounts Payable Specialist
1 month ago
Santa Ana, United States Financial Statement Services, Inc Full timeJob DescriptionJob DescriptionOpening its doors over 40 years ago, FSSI is one of the largest woman-owned providers of document services in the western United States, specializing in highly-customizable print and mail, electronic delivery, marketing and compliance solutions. As a vibrant, growing organization, FSSI is looking to expand our team.We are...
-
Customer Engagement Specialist II
7 days ago
Santa Ana, California, United States Aluminum Precision Full timeLocation: RemoteCompany Overview:Aluminum Precision Products (APP) stands as a global frontrunner in the aluminum forging industry, renowned for its commitment to excellence and quality.Why Join APP?We provide an opportunity to become part of a prestigious organization that values its employees and fosters professional growth. Our comprehensive benefits...
-
Accountant II
3 weeks ago
Santa Ana, United States City of Santa Ana Full timeThe City of Santa Ana is looking for individuals who are results-oriented, possess a great attitude, demonstrate creativity and innovation, work efficiently, show a record of success, and have a passion for public service. Having highly talented employees provides the best service to our community. Under direction, performs journey-level professional...
-
Accountant II
2 months ago
Santa Ana, United States City of Santa Ana Full timeThe City of Santa Ana is looking for individuals who are results-oriented, possess great attitude, demonstrate creativity and innovation, work efficiently, show a record of success and have a passion for public service. Having highly talented employees provides the best service to our community. Under direction, performs journey-level professional accounting...
-
Office Operations Specialist
2 days ago
Santa Ana, California, United States Overair Inc. Full timeOffice Operations Specialistat OverairCompany Overview:At Overair, we are committed to advancing sustainable air transportation for all. Our innovative solution is Butterfly, an all-electric vertical takeoff and landing (VTOL) aircraft designed to transport passengers safely and affordably above traffic and congestion. With over two decades of experience in...
-
Office Operations Specialist
7 days ago
Santa Ana, California, United States Overair Inc. Full timeOffice Operations Specialistat OverairCompany Overview:At Overair, we are committed to pioneering sustainable air transportation solutions for all. Our innovative approach is embodied in Butterfly, an all-electric vertical takeoff and landing (VTOL) aircraft designed to provide safe and economical transport over urban congestion. With over two decades of...
![Orange County's Credit Union](https://media.trabajo.org/img/noimg.jpg)
Member Operations Account Specialist II
2 months ago
Hybrid set-up, working in-office and remotely, may be granted after completing training and demonstrating successful performance.
Workplace Excellence. Through our associates' opinions and voices, Orange County's Credit Union is a proud recipient of the Peter Barron Stark Award for highest associate satisfaction in the workplace We're pleased to say we're a premier financial service provider with over 85 years of experience serving 123,000+ members. Orange County's Credit Union is currently $2+ billion in assets & growing. Our mantra is: Putting People First: Connect, Discover, Deliver & Wow If you desire to serve people, this role is rewarding, brings purpose to the community, and provides the opportunity to make a difference
As the Member Operations Account Administration Specialist II, you are a liaison to both internal Associates and external Members and expected to have an expert level understanding and working knowledge of the following processes:
- Levies
- Subpoenas
- Backup Withholding
- Escheats
- All Vesting Account Types
- Deceased processes
- Power Of Attorneys (POA)
- Trusts
- IRA Accounts
In this role as a Member Operations Account Administration Specialist II, you will also contribute to the overall success of the department and CU by assisting in the handling of research requests, document and information retrievals, file maintenance requests and account adjustments in a timely and professional manner, while using problem resolution and workflow management skills.
QUALIFICATIONS:
- High school education or equivalent.
- Mastery of all the essential functions of a Teller, Legal Processes Specialist I, and Call Center positions and all associated processes. Recognized by peers and leaders as a Subject Matter Expert for knowledge and service excellence
- Minimum of two years of experience in a financial services front line or call center position which would provide thorough knowledge of deposit and loan account products and services and member service.
- Working proficiency with modern office practices and procedures, including personal computer skills with core systems used to service financial accounts.
- Ability to learn new software and systems quickly and proficiently.
- Ability to read and decipher technical briefs and regulatory updates
- Working knowledge of basic Federal and State regulations that impact financial institutions and account/ loan maintenance and activity.
- Final offers are based on qualifications, internal equity, and the level of position offered. The hourly pay range for the Member Operations Account Administration Specialist II is $23.00 - $28.00.
- We perform thorough background checks, credit checks and pre-employment drug screening. EOE
Generous benefits include:
- Anthem Vivity HMO & Delta Care USA Dental – OCCU covers 100% of the associates' monthly premium.
- Life insurance at no cost to associates.
- 401(k) – OCCU automatically contributes 3% of the associate's earnings PLUS matches up to 5% of the associate's contribution (dollar for dollar).
- Vacation hours – 13 days per year, rolls over year-to-year and increases with tenure.
- Sick hours – 7 days per year and rolls over year to year.
- Paid Holidays
- Annual performance merit increases
- Professional and personal development programs, including educational grants up to $2k per year and step progression opportunities.
- Annual discretionary bonus (2022 was over 7 %)
- Professional, welcoming, and collaborative work environment focused on achieving goals, recognizing successes, and excelling at member service.